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Finantix and NorthStar Announce Global Alliance

Finantix, a provider of advice, sales and service solutions for banks and wealth managers, and NorthStar, a provider of wealth management software solutions, have announced a strategic alliance and a global co-marketing agreement. This initiative includes the combination of complementary functionality as well as global distribution of the joint offering.

Finantix's CRM tools and the recently released iPad and iPhone apps for wealth management will be offered together with NorthStar's SaaS solution for financial advisors. On the enterprise side, financial institutions will now have access to the broadest suite of advisory components, from single client view to integrated financial planning, from portfolio construction through compliance monitoring and client reporting.



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